Profil
Mr. Joe J.
Lee, CFA, is Senior Vice President-Institutional Trading at E.
J.
De La Rosa & Co., Inc.
Mr. Lee graduated with honors from UCSD in 2001 with a Bachelor’s degree in Management Science and a minor in mathematics.
He was awarded the Chartered Financial Analyst designation in 2004.
Anciens postes connus de Joe J. Lee
| Sociétés | Poste | Fin |
|---|---|---|
E. J. De La Rosa & Co., Inc.
 E. J. De La Rosa & Co., Inc. Investment Banks/BrokersFinance E.J. De La Rosa & Co. is an investment bank, which helps cities, utilities, higher education institutions, and other non-profit businesses raise funds for capital projects. In addition to underwriting new bond issues, the firm sells and trades bonds in the secondary market. Their other services include capital planning, project development and post-closing. They were founded in 1989 and are located in Los Angeles. The firm is registered with the Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and is a member of the Securities Investor Protection Corporation (SIPC). | Trading-Fixed Income | - |
Formation de Joe J. Lee
| University of California San Diego | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
E. J. De La Rosa & Co., Inc.
E. J. De La Rosa & Co., Inc. Investment Banks/BrokersFinance E.J. De La Rosa & Co. is an investment bank, which helps cities, utilities, higher education institutions, and other non-profit businesses raise funds for capital projects. In addition to underwriting new bond issues, the firm sells and trades bonds in the secondary market. Their other services include capital planning, project development and post-closing. They were founded in 1989 and are located in Los Angeles. The firm is registered with the Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and is a member of the Securities Investor Protection Corporation (SIPC). | Finance |
